Visma Control

Important:

The availability of this integration and its features is dependent on the license, and if it is available in your market.

Prerequisites

Step 1: Purchasing, installation, activation and role assignment

Before you can send documents from Visma Control to Visma.net Approval, you need to:

• Purchase both services
• Install Visma Control and the Visma Demand Gateway
• Activate Visma.net Approval
• Assign the correct roles in Visma.net to the users that will use Visma.net Approval

Contact your Visma partner for information regarding purchasing, licensing and activation.

Step 2: Install the Visma Demand Gateway

Visma.net Approval requires communication with Visma Control. The communication is secured by a gateway that has to be installed on your side. The gateway will update itself. You need to have Customer Administrator rights in order to install the Visma Demand Gateway.

Refer to the help for Visma Control for more information on setting up your gateway.

Step 3: Configure your company and users in Visma.net

Create the company, the users and assign the roles in Visma.net.

It is important that you use the correct organisation number and country when you create the company in Visma.net. When you start sending documents, Visma Control looks at the organisation number and country to make sure the documents are sent to the correct company in Visma.net Approval.

Contact your Visma partner for help with setting up your company and users in Visma.net.

Step 4: Activate the approval functionality in Visma Control

To send documents from Visma Control to Visma.net Approval, you need to tell Visma Control that you want to start sending documents for approval. You also need to enter the organisation number and country, exactly as you have entered them in the company you have set up in Visma.net.

Refer to the help for Visma Control for more information on activating the approval functionality.

Sending documents for approval

As soon as you have fulfilled the steps above, you are ready to send your documents to Visma.net Approval from Visma Control.

1. Create the document in Visma Control.
2. Click to send it to Visma.net Approval.
3. Select the user(s) who should approve the document.
4. Send the document on flow. The approver(s) of the first step receive the task in their task list.
5. The approver(s) make their approval decision.
   1. If approved: The document proceeds to the next step until all steps of the workflow are completed.
   2. If rejected: All further steps are skipped and the workflow is immediately completed.
6. Once the workflow is completed, the document is sent back to Visma Control.

The approval request can also be called back from Visma Control. This immediately ends the workflow in Visma.net Approval.